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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,128 | $212,386-76.4% | $199,883-74.9% | $138,895-63.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.8%-1.1pp | 79.9%+5.8pp |
| Annual return | 18.27% | 47.75%-29.5pp | 43.81%-25.5pp | 145.39%-127.1pp |
| Employer contribution / active EE | $4,243 | $6,625-36.0% | $6,261-32.2% | $4,194+1.2% |
| Participant deferral / active EE | $3,473 | $9,617-63.9% | $9,138-62.0% | $6,396-45.7% |
| Admin fee / account holder | $244 | $18,233-98.7% | $17,268-98.6% | $12,562-98.1% |